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Name Holding Trade Value Shares
Change
Change in
Stake
FA
1001
Fermata Advisors
California
$214K +$208K +646 New
AP
1002
Appleton Partners
Massachusetts
$214K
CA
1003
Cornerstone Advisory
Maryland
$213K +$3.55K +11 +2%
CG
1004
Clifford Group
Massachusetts
$213K -$22.3K -69 -10%
MFWP
1005
Mosaic Family Wealth Partners
Missouri
$213K +$207K +641 New
CWP
1006
Curated Wealth Partners
California
$213K -$1.01M -3,120 -83%
PEWA
1007
Pacific Excel Wealth Advisors
California
$212K +$206K +640 New
HFO
1008
Heritage Family Offices
Arizona
$212K -$169K -525 -45%
WC
1009
Waterloo Capital
Texas
$212K +$206K +639 New
KP
1010
Keel Point
Alabama
$211K -$32.6K -101 -14%
CW
1011
CrossGen Wealth
North Carolina
$211K
MSR
1012
Main Street Research
Connecticut
$208K +$1.94K +6 +1%
GWP
1013
Gateway Wealth Partners
Wisconsin
$208K -$88.4K -274 -30%
HIP
1014
HUB Investment Partners
Texas
$208K +$202K +626 New
TP
1015
TritonPoint Partners
Maryland
$208K +$202K +626 New
EP
1016
Ehrenkranz Partners
New York
$208K -$62.9K -195 -24%
FM
1017
Family Management
New York
$207K +$202K +625 New
TPI
1018
Trust Point Inc
Wisconsin
$205K -$968 -3 -0.5%
NFG
1019
Nations Financial Group
Iowa
$205K -$4.19K -13 -2%
TCOO
1020
Trust Company of Oklahoma
Oklahoma
$205K -$23.9K -74 -11%
KIA
1021
KCM Investment Advisors
California
$205K -$10.6K -33 -5%
LS
1022
Leelyn Smith
Illinois
$204K +$198K +614 New
FCC
1023
Flower City Capital
New York
$203K +$198K +613 New
WF
1024
Welch & Forbes
Massachusetts
$203K +$198K +613 New
TW
1025
Tempo Wealth
Ohio
$202K +$196K +609 New